See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,649 | $93,571-18.1% | $135,903-43.6% | $75,163+2.0% |
| Participation rate | 58.7% | 75.2%-16.5pp | 81.9%-23.2pp | 67.2%-8.5pp |
| Annual return | 11.53% | 30.90%-19.4pp | 68.23%-56.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,896 | $3,537-18.1% | $4,856-40.4% | $2,670+8.5% |
| Participant deferral / active EE | $4,945 | $6,404-22.8% | $7,758-36.3% | $4,125+19.9% |
| Admin fee / account holder | $36,307 | $6,975+420.5% | $10,762+237.4% | $5,651+542.5% |